Rack-IT wanted to automate their quoting routine and reduce human driven errors in calculations of specifications. They wanted to source the prices from their custom ERP and allow sales managers to configure racks quickly and precisely, while being on call with a client.
* - application and company information is hidden due to confidentiality.
Region:
EU
Industry:
Warehouse storage racking
Main focus:
Generation of commercial offers, valid proposals without engineers involved
Preparing quotes involved repetitive, manual tasks similar to field notes. Complex calculations prone to errors lead to difficulties on later stages. Preparation of drawings was not even considered due to lack of engineering time.
Before the configurator, Clients couldn’t preview the final project until engineers completed a detailed model. This lead to issues on site, as there wasn’t 100% confidence in the design both for Client and Sales manager.
Product data, availability, and pricing were handled separately in the ERP system, requiring manual syncing and increasing the risk of outdated offers or delays on later stages.
Everything in quoting routine was tied to Rack-IT managers and experts. This makes scaling of the company impossible. And now resellers can see the same prices, products and limitations in design.
Users see real-time updates of the configured racking. This enhances understanding and accuracy. Now users declare what they want, and not decide where and what should be placed.
The configurator automatically generates complete project documentation: 2D drawings that follow Rack-IT’s internal standards, a bill of materials with a detailed material breakdown and pricing synced with the ERP system, and branded commercial proposals.
Both internal sales teams and external customers or resellers can work within the same system, with access levels and permissions tailored to each role. They can easily add and manage new users when it’s required.
Automated data sync with Rack-IT's ERP ensures real-time pricing and availability. This makes it very hard to make mistakes and face delays on later stages of the project
Start a new project with Client’s data and project details
Add & configure various racks with required details
Create cutouts & restricted zones to reflect on-site conditions
Group up the products in groups and plan delivery
Synchronize data with ERP and get prices and availability
Generate outstanding Commercial offer for the Client
faster response time from initial inquiry to finalized offer
less work for experts
alignment between data in configurator and ERP
Professional quotes backed by automated technical documentation
Fast and consistent project-to-project workflow without any hick-ups
Visual confirmation of design choices in real-time without errors in calculations
Tracking of all revisions of the quote to easily compare options while on call
Enabled scalability with resellers using the same tool as the parent company
Curious if a 3D configurator makes sense for your setup?Let’s get in touch